CWA

Canvas Wealth Advisors Portfolio holdings

AUM $507M
1-Year Est. Return 25.19%
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 7.77%
133,515
+4,775
2
$20M 7.31%
71,133
+4,372
3
$14.3M 5.23%
173,589
+87,905
4
$13.2M 4.82%
112,700
+10,380
5
$12.5M 4.56%
32,638
-596
6
$11.4M 4.17%
125,599
+5,380
7
$7.89M 2.88%
31,125
+28,196
8
$7.61M 2.77%
+1,175,597
9
$5.75M 2.1%
88,420
-55,151
10
$5.35M 1.95%
+181,407
11
$4.73M 1.73%
46,230
-7,192
12
$4.48M 1.63%
36,080
+4,000
13
$4.21M 1.54%
45,368
-971
14
$4.09M 1.49%
12,809
+43
15
$3.67M 1.34%
+18,378
16
$3.42M 1.25%
24,939
+7,224
17
$3.33M 1.21%
46,234
+21,056
18
$3.3M 1.2%
30,982
-18,283
19
$3.08M 1.12%
94,721
+24,788
20
$3.02M 1.1%
29,562
+21,443
21
$3M 1.09%
7,175
-163
22
$2.95M 1.08%
59,001
-28,601
23
$2.85M 1.04%
23,205
-2,659
24
$2.84M 1.04%
22,920
+6,742
25
$2.8M 1.02%
29,734
+1,193
1
2 3 4 5